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WisdomTree US Total Dividend Fund
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Overview Fund Activity

174 hedge funds and large institutions have $494M invested in WisdomTree US Total Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
46
Reduced
57
Closed
14
Calls
$2.15M
Puts
$6.37M
Net Calls
-$4.22M
Net Calls Change
+$34.1M

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59.8M
3
PFO
3
Pathstone Family Office
New Jersey
$3.74M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
Bank of America
5
Bank of America
North Carolina
$121M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.11M
2
RWA
2
Rooted Wealth Advisors
Illinois
$504K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$921K
4
Jane Street
4
Jane Street
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
126
TRUE Private Wealth Advisors
Oregon
$228K – – –
NS
127
NBC Securities
Alabama
$224K +$224K +3,734 New
TP
128
Tranquility Partners
Tennessee
$220K +$220K +3,648 New
KFA
129
Kapstone Financial Advisors
Ohio
$211K – – –
AFG
130
Allegheny Financial Group
Pennsylvania
$208K +$1.32K +22 +0.6%
Brown Advisory
131
Brown Advisory
Maryland
$205K +$205K +3,408 New
NFG
132
Nations Financial Group
Iowa
$201K – – –
AF
133
Allworth Financial
California
$199K – – –
CF
134
Centaurus Financial
California
$188K +$188K +3,119 New
Comerica Bank
135
Comerica Bank
Texas
$175K +$175K +2,912 New
IA
136
IFP Advisors
Florida
$153K – – –
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$147K – – –
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$143K – – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$111K +$61.9K +1,025 +126%
SCA
140
Stonebridge Capital Advisors
Minnesota
$109K – – –
SSB
141
Sandy Spring Bank
Maryland
$89K -$60.2K -1,000 -40%
CFGS
142
Concourse Financial Group Securities
Alabama
$86.6K – – –
TF
143
Tompkins Financial
New York
$72.6K -$5.3K -88 -7%
GT
144
Glenmede Trust
Pennsylvania
$63.4K – – –
PA
145
Parallel Advisors
California
$62.2K -$58.1K -965 -48%
BTI
146
Blue Trust Inc
Georgia
$62K – – –
WP
147
WealthShield Partners
North Carolina
$60.8K -$2.35K -39 -4%
CFFP
148
Center for Financial Planning
Michigan
$59.1K – – –
AA
149
Ancora Advisors
Ohio
$52K – – –
RFA
150
Resurgent Financial Advisors
Georgia
$47.9K – – –
4 5
6
7 8